Holdings
| META META PLATFORMS INC-CLASS A | $145.5M | 23.5% | 640,771 | +35,394 | +5.8% | Added |
| SMARGBP SMARTSHEET INC-CLASS A | $83.3M | 13.5% | 1,635,037 | +1,635,037 | — | New |
| WIX WIX.COM LTD | $81.1M | 13.1% | 316,348 | −238,943 | −43.0% | Reduced |
| GOOG ALPHABET INC-CL C | $65.0M | 10.5% | 45,948 | −855 | −1.8% | Reduced |
| UPWK UPWORK INC | $54.7M | 8.8% | 3,786,489 | +3,786,489 | — | New |
| PYPL PAYPAL HOLDINGS INC | $43.4M | 7.0% | 248,927 | −4,630 | −1.8% | Reduced |
| ROKU ROKU INC | $39.9M | 6.4% | 342,401 | −150,473 | −30.5% | Reduced |
| AVLRUSD AVALARA INC | $38.2M | 6.2% | 287,138 | −404,171 | −58.5% | Reduced |
| AYXEUR ALTERYX INC - CLASS A | $35.0M | 5.7% | 212,858 | −128,037 | −37.6% | Reduced |
| DESP1EUR DESPEGAR.COM CORP | $33.0M | 5.3% | 4,592,541 | −1,298,245 | −22.0% | Reduced |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.